send_proposal_template

Send a proposal/contract template to a contact, creating a document from the template.

SERVERGoHighLevel MCP Server SOURCEbusybee3333/go-high-level-mcp-2026-complete

Medium RISK CLASS

Category Write

Parameters 00 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/busybee3333-go-high-level-mcp-2026-complete/send-proposal-template.md

WHAT IT DOES

What send_proposal_template does on GoHighLevel MCP Server

AI agents use send_proposal_template to create or update resources in GoHighLevel MCP Server, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your GoHighLevel MCP Server environment.

RISK

Why send_proposal_template is rated Medium

This tool creates and sends a document but does not execute payments, delete data, or run arbitrary code. While it modifies the state of the CRM by creating a new proposal document and establishing a communication, these effects are reversible (the proposal can be recalled, deleted, or superseded).

From the tool's definition Tool description states it will 'Send a proposal/contract template to a contact, creating a document from the template.' The action creates a new document artifact (the proposal/contract) and sends it to a contact, which are reversible write operations.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs send_proposal_template safely

PolicyLayer is an MCP gateway: it sits between your AI agents and GoHighLevel MCP Server, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For send_proposal_template, this is the rule to start with:

send_proposal_template Rate-limited

send_proposal_template stays usable, but capped: an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "send_proposal_template": {
      "limits": [
        {
          "counter": "send_proposal_template_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect GoHighLevel MCP Server, apply this rule, and every send_proposal_template call is checked against it from then on.

FAQ

Questions about send_proposal_template

What does the send_proposal_template tool do? +

Send a proposal/contract template to a contact, creating a document from the template. It is categorised as a Write tool in the GoHighLevel MCP Server MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on send_proposal_template? +

Register the GoHighLevel MCP Server MCP server in PolicyLayer and add a rule for send_proposal_template: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches GoHighLevel MCP Server. Nothing to install.

What risk level is send_proposal_template? +

send_proposal_template is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit send_proposal_template? +

Yes. Add a rate_limit block to the send_proposal_template rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

How do I block send_proposal_template completely? +

Set action: deny in the PolicyLayer policy for send_proposal_template. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

What MCP server provides send_proposal_template? +

send_proposal_template is provided by the GoHighLevel MCP Server MCP server (busybee3333/go-high-level-mcp-2026-complete). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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